Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.7M | 726.8M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 4.2M | 654.8M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.7M | 569.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.3M | 510.1M | 2.2% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 2.5M | 394.2M | 1.7% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 2.1M | 333.7M | 1.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 2.0M | 318.9M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.9M | 292.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.8M | 283.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.8M | 273.1M | 1.2% |
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